Plan Group Financial’s Oneok OKE Stock Holding History

Plan Group Financial’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$971K	Buy	10,743 +1,226	+13%	+$101K	0.23%	94
2025 Q4	$700K	Sell	9,517 -1,606	-14%	-$114K	0.18%	104
2025 Q3	$812K	Sell	11,123 -1,842	-14%	-$141K	0.22%	95
2025 Q2	$1.06M	Buy	12,965 +6,463	+99%	+$539K	0.35%	79
2025 Q1	$645K	Buy	6,502 +1,480	+29%	+$147K	0.23%	83
2024 Q4	$504K	Buy	5,022 +1	+0%	+$102	0.27%	68
2024 Q3	$458K	Buy	5,021 +1,938	+63%	+$169K	0.24%	70
2024 Q2	$251K	Sell	3,083 -681	-18%	-$54.4K	0.15%	80
2024 Q1	$302K	Buy	3,764 +4	+0.1%	+$292	0.2%	73
2023 Q4	$264K	Sell	3,760 -2,061	-35%	-$138K	0.23%	58
2023 Q3	$369K	Sell	5,821 -1,075	-16%	-$70.2K	0.27%	41
2023 Q2	$426K	Buy	+6,896	New	+$427K	0.36%	40

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Plan Group Financial's OKE Position: Q1 2026 in Review

Plan Group Financial increased its Oneok (OKE) stake by 13% in Q1 2026, buying an estimated $101K and bringing the position to 10,743 shares worth $971K. The position accounts for 0.23% of the portfolio, ranked #94.

Plan Group Financial first reported a position in OKE in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q2 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Plan Group Financial held 10,743 shares of Oneok worth $971K as of Q1 2026.
Plan Group Financial bought 1,226 Oneok shares in Q1 2026, an estimated $101K.
Oneok made up 0.23% of Plan Group Financial's portfolio in Q1 2026, its #94 holding.
Plan Group Financial first reported a position in Oneok in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's Oneok position peaked at $1.06M in Q2 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.